The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | COM | 023135106 | 206,047 | 1,940,000 | SH | SOLE | 1,940,000 | 0 | 0 | ||
| APPLOVIN CORP | COM CL A | 03831W108 | 56,826 | 1,650,000 | SH | SOLE | 1,650,000 | 0 | 0 | ||
| BURLINGTON STORES INC | COM | 122017106 | 98,767 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
| DISH NETWORK CORPORATION | CL A | 25470M109 | 22,413 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| DISH NETWORK CORPORATION | CL A | 25470M109 | 7,172 | 400,000 | SH | Call | SOLE | 0 | 0 | 400,000 | |
| DYNATRACE INC | COM NEW | 268150109 | 53,244 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
| FIVE BELOW INC | COM | 33829M101 | 56,715 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 109,368 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 173,460 | 1,500,000 | SH | SOLE | 0 | 0 | 1,500,000 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 63,687 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 138,688 | 540,000 | SH | SOLE | 540,000 | 0 | 0 | ||
| QUALTRICS INTL INC | COM CL A | 747601201 | 22,373 | 1,788,427 | SH | SOLE | 1,788,427 | 0 | 0 | ||
| ROBINHOOD MKTS INC | COM CL A | 770700102 | 4,932 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 24,358 | 775,000 | SH | Call | SOLE | 0 | 0 | 775,000 | |
| SMARTSHEET INC | COM CL A | 83200N103 | 84,861 | 2,700,000 | SH | SOLE | 2,700,000 | 0 | 0 | ||
| UNDER ARMOUR INC | CL C | 904311206 | 94,750 | 12,500,000 | SH | SOLE | 0 | 0 | 12,500,000 | ||
| US FOODS HLDG CORP | COM | 912008109 | 119,652 | 3,900,000 | SH | SOLE | 3,900,000 | 0 | 0 | ||
| WALMART INC | COM | 931142103 | 115,501 | 950,000 | SH | SOLE | 950,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 82,550 | 2,600,000 | SH | SOLE | 0 | 0 | 2,600,000 | ||